Article-2893

October 31, 2014 |

Annual Estate Plan Review: A Smart Decision

Having all the documents in line for your current needs is crucial for your short and long term planning, but it’s just as important to ...

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Article-2889

October 30, 2014 |

Tax Return Requirements for Nonresidents with U.S. Assets

Individual nonresidents in the U.S. may be subjected to estate taxes under U.S. regulations if the individuals owned U.S. assets. There are several different items ...

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Article-2883

October 30, 2014 |

On The Same Page: Preparation for Estate Plan Heirs

Failing to plan comprehensively can be a big downfall for a modern estate plan. There’s more involved than just putting your own documents together, though. ...

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Article-2878

October 28, 2014 |

Profit or Hobby: Understanding Tax Consequences of IRS Determination

Section 162 of the U.S. tax code is critical for individuals who work for themselves in a variety of occupations. When a taxpayer can demonstrate ...

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Article-2875

October 27, 2014 |

Power of Attorney 101

Making the decision to put a power of attorney in place is an important and wise one, since powers of attorney are accepted in all ...

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Article-2871

October 24, 2014 | Living Trusts: The Importance of Proper Funding

Living Trusts: The Importance of Proper Funding

If you have decided to use a trust to pass on your assets, this can be an exciting decision that gives you peace of mind ...

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Article-2866

October 23, 2014 | Married Without Children? An Estate Plan Can Help You Give Back

Married Without Children? An Estate Plan Can Help You Give Back

If you are married but do not have any children to pass down your assets to, look at estate planning as your opportunity to do ...

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Article-2861

October 20, 2014 | Estate Planning Tips: A 529 Savings Plan

Estate Planning Tips: A 529 Savings Plan

If you’ve already looked into getting one, you know that Section 529 savings plans are able to accumulate earnings without federal income tax (and in ...

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Article-2845

October 17, 2014 | Estate Tax

Estate Taxes on Life Insurance & Life Insurance Trusts (“ILITs”)

Many Americans may be unaware of what an irrevocable life insurance trust (“ILIT”) is, let alone the benefits it may provide to them. Typically, life ...

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Article-2827

October 3, 2014 | IRS Offshore Promoter Limits Highlight Important of Proper Risk Management

IRS Offshore Promoter Limits Highlight Important of Proper Risk Management

It was recently discovered that the IRS finally took action on investigations of managers in small insurance companies. This has spiraled into the usage of ...

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